“ MAINTAIN GLOBAL OPTIONS”

“ MAINTAIN GLOBAL OPTIONS”

In order to maintain the global options , firstly we open  the peachtree software and go to the “ OPTION MENU” and select the option “GLOBAL ” then the following window will appear :

After clicking on this option the following window will appear :

In this option the following options are required which are given below :

·       ACCOUNTING

·       GENERAL

·       PEACHTREE PARTNERS

·       SPELLING

IN ACCOUNTING :

DECIMAL ENTRY: In this option we can enter decimal entry either in Automatic or Manual and we can change the number of the decimal places from zero to five.

HIDE GENERAL LEDGER ACOUNTS: In this option we can hide the general ledger accounts such as accounts receivable hides the  G/L account in Quotes , sales order receipts windows.

OTHER OPTIONS: In this option we have following options which we can checked or unchecked:

Ø Warn if a record was changed not saved.

Ø Hide inactive records.

Ø Recalculate cash balances automatically in receipts, payments and payroll.

Ø Using Timeslips accounting.

IN GENERAL :

In this window following information are require which is given below:

Ø Improve performance

Ø line item entry display(1 line or 2 line)

Ø Small data entry

Ø Colour scheme

IN PEACHTREE : In this option we can select the security level which are given below :

Ø High

Ø Medium

Ø Low

IN SPELLING:  In this option we use the spell check option:

Ø Check spelling as you type

Ø Check spelling on saved or close

HOW TO MAINTAIN GENERAL JOURNAL ENTRY

“HOW TO MAINTAIN GENERAL JOURNAL ENTRY”

In order to maintain the general journal entry, Firstly we open the peach tree software then go to the TASK MENU and select the option “GENERAL JOURNAL ENTRY” then the following window will appear.

After clicking on the general journal option the following window will appear :

In this window, we have write the following required information which are given below:

·      Date: In this option write the date of the general journal entries.

·      Reference: In this option write the reference number of general journal entry.

·      GL account: In this option write the ID of the account which is involved in the transaction.

·      Description: in this option write the description of general entries.

·      Debit  Credit: In this option we have to write the amount of the journal entries. The amount of those entries which are debited is written in debit column , and the amount of those entries which are credited is written in credit column.   

At the end click on the “SAVE” button to save all the journal entries.

HOW TO MAINTAIN CREDIT MEMOS -SALES RETURN

HOW TO MAINTAIN CREDIT MEMOS -SALES RETURN “

In order to maintain the credit memo, firstly we open the peach tree software, then go to the TASK menu and select the “CREDIT MEMOS”  option which you can seen in the below window.

After clicking on the CREDIT MEMOS  option , the following window will appear.

In this window we have to fill the following required information :

·      Customer ID: We will write the vendor ID in vendor ID option.

·      Date: In this option we will write the date on which we have to make the credit memos.

·      Item: In this option we will write the nature of item.

·      Credit no: In this option we will enter the credit no.

·      Quantity: In this option we will write the quantity of items.

·      Description: In this option we will write the description ID.

·      Unit price: In this option we write the per unit price of item.

·      Amount: In this option we will write the amount.

After that press the “SAVE” button to save all the information.

HOW TO ASSEMBLE INVENTORY

“HOW TO ASSEMBLE INVENTORY”

Firstly we open the peachtree software, then go to the TASK menu and select the option “ASSEMBLIES” then the following window will appear .

After clicking on the assemblies option the following window will appear.

                       

In order to maintain the assemblies, you have to write the  following  required information .

·       Item ID.

·       Name.

·       Reference.

·       Date.

·       Quantity on hand.

·       Quantity to build.

·       New quantity.

·       Reason to build.

HOW TO MAINTAIN QUOTES AND SALES ORDER

“HOW TO MAINTAIN QUOTES AND SALES ORDER”

In order to maintain the quotes, firstly we open the task menu and select the first option QUOTES/SALES ORDERS and then show the sub heads and select the option “QUOTES”. then the following window will appear.

After click on the Quotes following window will appear. Then we will fill the required information in this window which are given below :

·       Customer ID: we must write the customer ID in this option.

·       Date: write the date in which we make the quotation.

·       Good thru: In this option enter the date on which quotation will expire.

·       Quote no: write a reference no in this option for each quotationto make it different from other quotations.

·       Item: write the item ID in this option which we have created in the maintain inventory items.

·       Quantity: write the quantity of items in this option for quotation.

·       Description: this option is automatically fill when we enter the ID.

·       Unit price: write the per unit price in this option.

After that we can change the quotations into sales order we can press the “CONVERT” button . which are seen in the below window:

After clicking on the convert button the following window will appear. Then click on the sales order and mentioned the SALES ORDER no and then press the “OK” button.

SALES ORDER

To maintain the sales order, firstly we open the option “sales orders” the following window will appear . In this window we fill the required information which are given below:

·       Customer ID

·       Date

·       Ship by

·       SO no

·       Description

·       Item

·       Unit price.

Then press the “SAVE” button to save the information.

“SALES INVOICING”

In order to maintain the sales/invoicing , firstly open the peachtree software and go to the “TASK MENU” and select the option SALES/INVOICING then the following window will appear:

                                              

After selecting the option sales/invoicing the following window will appear:

     

In this window we will enter the following required information which are given below:

Customer ID

 Date

 Invoice no

 Quantity 

item

Unit price

And then press the SAVE button to save the all information.

“RECEIPTS”

In order to maintain tha receipts, firstly go to the “TASK MENU” and select the option “RECEIPTS” then the following window will appear:

    

After clicking on that option, the following window will appear:

In this window we will enter the following required information which are given below:

Customer ID

 References

 Receipt number

 Date

Receipt amount

Cash account balance

After entering all the required information press the SAVE” button to save all the information.

VENDOR CREDIT MEMO

Firstly we open the Peachtree software, and open an existing company than go to the task menu and select the option VENDOR CREDIT MEMOS . Following window will appear.

After that fill the following information which are given in vendor credit memo page :

·       Vendor ID: Vendor ID must be written in vendor ID option 

·       Date: Write the date on which we have to make this document.

·       Credit no: The credit memo number will be in this option which is issued by the vendor.

·       Quantity: write the number of the item which are going to b return.

·        Item: This options shows the item mentioned on the original purchase invoice.

·       Description: This option shows the item description which we entered in the maintain inventory items.

·       Unit price: Write the unit price for the item.

Then press the save button to save all the information.

PAYMENTS

PAYMENTS

After saving the purchase order now we will make payments to the vendor and creditors .For doing  this we will go to the peachtree software then open the existing company and click on the TASK menu and select the PAYMENT option and the following window will appear .

In the below window we have the following information :

·       Vendor ID

·       Date

·       Check no

·       PAY

VENDOR ID: we enter the ID code of the vendor which you want to pay.

DATE: we will write the date on which we have to make the payment .

CHECK NO: In this head , we will write the check number if the check has already been written .

PAY: Select the pay check box for each invoice, you want to pay.

PURCHASE ORDER

“HOW TO CREATE PURCHASE ORDER”

In order to maintain purchase order, firstly we open the peachtree software, and we will select the existing company and go to the TASK menu and select the PURCHASE ORDER.

 Following window will appear .

To  maintain the purchase order , we will have to require Vendors  account . firstly go to the Maintain menu and select the option Vendor  .Following  window will appear .In vendors account following information will have to fill :

·       Vendor ID

·       Name

·       Purchase default

After that we open a Inventory items, go to the Maintain menu and select the option INVENTORY ITEMS . Then following window will appear.

In inventory items following information are necessary to fill :

·       Item ID

·       Description

·       GL sales account

·       GL inventory account

·       GL cost of sales account

After completion of this process , open a purchase order and fill the following information

·       Vendor ID

·       Purchase order no

·       Quantity

·       Good Thru

·       Unit price

·       Date

And then saved the following information.

                "PURCHASE/RECEIVING INVENTORY"

after maintain the purchase order then we will maintain the purchase receive inventory firstly go to the TASK MENU and select the option "PURCHASE RECEIVING INVENTORY" then the following window will appear:

                                

                             

In the above window following information are required to enter. these are given below:

• Vendor ID,
• Date 
• Invoice no
• purchase order no
• Item 
• Remaining, 
• Receiving
• Description, 
• G/L amount and
• Unit price.                                                                                   After that save all these information.